Deana Lynn Kelly
Gestionnaire de Portefeuille-Actions chez Evensky & Katz LLC
Profil
Ms. Deana L.
Kelly is a Director of Portfolio Management at Evensky & Katz LLC.
She received her BA in Sociology from Westminster College (Pennsylvania) and an M.A.
in Public Administration from Carnegie Mellon University.
Postes actifs de Deana Lynn Kelly
| Sociétés | Poste | Début |
|---|---|---|
Evensky & Katz LLC
 Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Gestionnaire de Portefeuille-Actions | 01/01/2007 |
Formation de Deana Lynn Kelly
| Carnegie Mellon University | Graduate Degree |
| Westminster College (Pennsylvania) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Finance |
